In this episode of Leaders & Legends, Al Sica sits down with Boris Gutin, Co-Managing Partner at GCP Capital, to discuss how investors and operators evaluate insurance distribution businesses and build durable platforms over time. Drawing on his experience across investing and advisory roles, including the $300 million GCP Capital, Boris shares what he looks for in scalable business models, emphasizing recurring revenue, disciplined capital allocation, and leadership teams that can execute consistently through market cycles.

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Using recently acquired ALKEME as an example, Boris explains how alignment between investors and operators, clarity of strategy, and thoughtful growth decisions play a critical role in long-term value creation. He also discusses the broader impact of private equity in the industry, the importance of management quality over financial engineering, and what these dynamics mean for the future of insurance distribution as consolidation continues.

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